1.Monitor posted transaction
Integrate Ponto and transaction routing tools to extract case reference and amounts for normalization to centralize reconciliation inputs.
Update monthly finance sheets and email case owners
Automatically extract case references from new bank transactions across Ponto and Formatter by Zapier. Send owner emails, route by amount ranges, update running totals in master and month sheetsβso you can reconcile payments without manual reporting.
How this automation protects your reconciliation totals
When new bank transactions post, delays can cause reconciliation gaps and overdue case follow up. This automation formats case references and routes by amount ranges, then sends owner emails and updates master and month worksheetsβso your team can close gaps faster.
Pontoor swap with your favorite app
2.Formats case reference and dates
Integrate Formatter by Zapier and data parsing tools to normalize case references and format dates to standardize matching.
Formatter by Zapieror swap with your favorite app
3.Routes by configured amount
Integrate Paths by Zapier and rules engines to select the right notification path by amount ranges to drive correct routing.
Paths by Zapieror swap with your favorite app
4.Sends email to case owner
Integrate Gmail and owner lookup data to send transaction details to the configured owner or owner group to notify accountability.
Gmailor swap with your favorite app
5.Updates running totals in sheets
Integrate Google Sheets and spreadsheet syncing patterns to lookup case references and update running totals to maintain accurate monthly views.
Google Sheetsor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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